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iShares MSCI EAFE Value ETF
EFV

Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
351
Tradition Wealth Management
Minnesota
$1.99M -$1.22M -22,431 -37%
RFP
352
RCS Financial Planning
Maryland
$1.99M -$918K -16,897 -31%
BBA
353
Braun-Bostich & Associates
Pennsylvania
$1.97M +$802K +14,758 +66%
O3W
354
Omni 360 Wealth
New Jersey
$1.96M -$391K -7,198 -16%
MCC
355
Maiden Cove Capital
Maine
$1.96M +$1.97M +36,247 New
CA
356
Claro Advisors
Massachusetts
$1.95M +$849K +15,611 +74%
KAM
357
KEB Asset Management
Illinois
$1.91M +$217 +4 +0%
HI
358
Harbour Investments
Wisconsin
$1.9M -$682K -12,548 -26%
VM
359
VPR Management
Texas
$1.89M – – –
FFA
360
First Foundation Advisors
California
$1.89M +$1.01M +18,595 +109%
AIA
361
Alera Investment Advisors
Illinois
$1.88M +$1.66M +30,540 +615%
IA
362
IFG Advisory
Georgia
$1.87M -$535K -9,835 -22%
SFS
363
Sowell Financial Services
Arkansas
$1.85M -$257K -4,736 -12%
AF
364
Advisornet Financial
Minnesota
$1.81M -$2.4M -44,223 -56%
BWM
365
BlackDiamond Wealth Management
New York
$1.81M -$204K -3,745 -10%
WC
366
Weil Company
California
$1.77M -$32.3K -595 -2%
NA
367
Navellier & Associates
Nevada
$1.77M – – –
X
368
Xponance
Pennsylvania
$1.76M – – –
CTC
369
Central Trust Company
Missouri
$1.76M -$30.9K -568 -2%
WWP
370
WR Wealth Planners
Missouri
$1.76M -$16.7K -307 -0.9%
SIA
371
Stegner Investment Associates
Kentucky
$1.73M -$48.2K -887 -3%
NS
372
NBC Securities
Alabama
$1.73M +$344K +6,320 +24%
QPWM
373
Quadrant Private Wealth Management
Pennsylvania
$1.72M -$460K -8,456 -21%
SWM
374
Sagace Wealth Management
Florida
$1.72M +$1.69M +31,151 New
VCP
375
Verus Capital Partners
Arizona
$1.71M -$1.09M -20,097 -38%
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